Author
@blackrobert2024 blackrobert2024
grade Bx.com/blackrobert2024 ↗
Contrarian value/macro thinker who stress-tests crowded AI and EM narratives with positioning data
Writes long-form, multi-factor theses (often in Spanish) sep
trader score
-1.79
hit rate
45%
mean α
-1.00%
signals 14d
23
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 45% hit rate, -1.00% mean alpha, trader score -1.79. Their last-14d mentions, direction-adjusted, have moved -1.2% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | QQQ | @blackrobert2024 | -0.55 | Compares current AI-market rhetoric with the early dot-com drawdown and warns denial can persist. | -0.8% | tweet ↗ |
| 2026-10-16 | · | @blackrobert2024 | · | Reports a rapid hedge-fund unwind in global AI based on Goldman Prime Book data. | · | tweet ↗ |
| 2026-10-16 | · | @blackrobert2024 | · | Mocks retail investors for buying dips without examining flows. | · | tweet ↗ |
| 2026-10-16 | · | @blackrobert2024 | · | Contrasts hedge-fund liquidation of AI exposure with retail dip-buying. | · | tweet ↗ |
| 2026-10-16 | EIDO | @blackrobert2024 | +0.05 | Flags EIDO's 13% fall, MSCI investability concern and 9x multiple as worth monitoring. | · | tweet ↗ |
| 2026-10-16 | · | @blackrobert2024 | · | Argues markets are repricing risks recognized by credit and institutional flows. | · | tweet ↗ |
| 2026-10-15 | WULF | @blackrobert2024 | +0.55 | Prefers WULF for a multi-month thesis and warns WULX structurally erodes returns. | -10.3% | tweet ↗ |
| 2026-10-15 | WULX | @blackrobert2024 | -0.65 | Prefers WULF for a multi-month thesis and warns WULX structurally erodes returns. | · | tweet ↗ |
| 2026-10-15 | · | @blackrobert2024 | · | Praises a past entry from late March without naming the instrument. | · | tweet ↗ |
| 2026-10-15 | WULF | @blackrobert2024 | +0.65 | Take a small WULF position as an asymmetric multi-bagger setup. — Advocates a small WULF position while explicitly limiting conviction and downside. | -10.3% | tweet ↗ |
| 2026-10-15 | IREN | @blackrobert2024 | -0.15 | Take a small WULF position as an asymmetric multi-bagger setup. — Advocates a small WULF position while explicitly limiting conviction and downside. | -18.0% | tweet ↗ |
| 2026-10-15 | · | @blackrobert2024 | · | Interprets the market move as profit-taking rather than fear. | · | tweet ↗ |
| 2026-10-15 | MU | @blackrobert2024 | -0.55 | Criticizes late bullish MU promotion after a 200% run and price near 1200. | -5.8% | tweet ↗ |
| 2026-10-15 | MU | @blackrobert2024 | -0.55 | Attributes the AI-memory selloff to crowded positioning, prior gains and exhausted marginal buyers. | -5.8% | tweet ↗ |
| 2026-10-13 | NFLX | @blackrobert2024 | -0.30 | Favors XP over NU and UBER over NFLX based on execution requirements, EPS growth and valuation. | -6.5% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.